About the role -
As a partner enablement team member, you will be responsible for working closely with Sales and Product to integrate Outline into the workflow of our target broker users. Outstanding candidates will be comfortable enabling users, managers, and IT by traveling to identified broker offices, executing training sessions, and serving as the point of contact for user feedback, questions, and troubleshooting during and after the onboarding process. Poise, enthusiasm, and professionalism are key characteristics for this role as the face of Outline to our users.
Responsibilities -
- Design and deliver training materials for the Outline Platform’s broker partners.
- Develop best practices to help agencies modernize and adopt new workflows; enabling improved business placement with Outline.
- Implement creative solutions in order to hit utilization targets.
- Provide frequent product updates and training to partner brokers as the platform matures.
- Assist with the development of broker presentations; such as product marketing materials, project overviews and timelines, and other collateral.
- Provide detailed notes of specific user interactions and the needs of their brokers.
- Communicate feedback regarding friction or obstacles around usage of Outline at broker offices to the Product team.
- Identify inefficiencies and implement improvements in our process.
Requirements -
- Willingness and ability to travel up from 50% - 80% (M–Th, typical during peak times).
- Positive attitude with an appreciation for both teamwork and also independent effort.
- Strong personal initiative and ability to execute with minimal oversight.
- Ability to quantitative break down a project and track progress towards specific numbers.
- Empathic listener and persuasive communicator.
- Excellent written and verbal communication skills.
- Experience in property and casualty insurance or another financial services industry.
About Outline -
Outline is building the next generation of technology for the $160B Excess and Surplus Lines insurance market. We’re working with the premier carriers and brokerages to build a new trading experience that turns painful and time consuming back and forth into a seamless digital experience. Outline started at HVF Labs in 2017 and is backed by Max Levchin’s SciFi VC, Founders Fund, and Caffeinated Capital and is headquartered in San Francisco.
Outline is an equal opportunity employer that values diversity, inclusion, and belonging. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Outline considers all qualified applicants in accordance with the San Francisco Fair Chance Ordinance.